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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
251
Advisory Services Network
Georgia
$586K -$53.7K -2,297 -8%
Cerity Partners
252
Cerity Partners
New York
$571K +$575K +24,563 New
SFO
253
Stokes Family Office
Louisiana
$566K – – –
EIP
254
Ellis Investment Partners
Pennsylvania
$555K +$41.4K +1,768 +8%
NGA
255
Naples Global Advisors
Florida
$553K +$6.2K +265 +1%
AT
256
American Trust
Kentucky
$545K – – –
HW
257
HORAN Wealth
Ohio
$526K +$526K +22,465 New
MFWP
258
Mosaic Family Wealth Partners
Missouri
$525K +$264K +11,264 +100%
BC
259
Barrett & Company
Rhode Island
$523K +$117K +5,015 +29%
JIR
260
James Investment Research
Ohio
$512K -$101K -4,330 -16%
First Manhattan
261
First Manhattan
New York
$507K +$510K +21,794 New
Baird Financial Group
262
Baird Financial Group
Wisconsin
$499K +$229K +9,802 +84%
MC
263
Moors & Cabot
Massachusetts
$494K +$54.5K +2,328 +12%
GCA
264
Gradient Capital Advisors
California
$490K – – –
PP
265
Prosperity Planning
Missouri
$483K – – –
MB
266
MidFirst Bank
Oklahoma
$477K +$109K +4,650 +29%
Koshinski Asset Management
267
Koshinski Asset Management
Illinois
$476K +$10.6K +455 +2%
PJSIMP
268
P.J. Schmidt Investment Management (PJS)
Wisconsin
$459K +$119K +5,099 +35%
WIM
269
Wiregrass Investment Management
Georgia
$442K +$211K +9,000 +90%
SPWM
270
Straight Path Wealth Management
Michigan
$436K +$6.97K +298 +2%
IAN
271
Integrated Advisors Network
Texas
$435K +$45.3K +1,935 +12%
RF
272
Robbins Farley
New Hampshire
$432K +$50.3K +2,150 +13%
CT
273
Clearstead Trust
Maine
$429K – – –
AA
274
Ancora Advisors
Ohio
$428K – – –
GFP
275
Gryphon Financial Partners
Ohio
$428K +$430K +18,386 New